See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,551 | $89,355-58.0% | $141,162-73.4% | $72,985-48.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 43.63% | 111.85%-68.2pp | 71.39%-27.8pp | 81.00%-37.4pp |
| Employer contribution / active EE | $3,532 | $3,114+13.4% | $4,735-25.4% | $2,440+44.8% |
| Participant deferral / active EE | $6,602 | $5,418+21.9% | $6,709-1.6% | $3,607+83.0% |
| Admin fee / account holder | $1,105 | $5,958-81.5% | $10,261-89.2% | $5,124-78.4% |